Transition Assistance
Experience a smooth transition with our dedicated support and focused transition assistance.
The LPL Difference
Our Consultative Approach
LPL’s approach is to support, not direct, how you choose to build your business. Our tools, consulting, and research are there just when you need them.
LPL Financial Philosophy
We offer comprehensive support and a broad range of business models to help you build the practice you want for the clients you choose.
Research
With no proprietary products to sell, and no investment banking relationships to promote, you can rely on us for objective advice you can confidently share with your clients.
Benefits of Joining LPL
Payouts and Pricing
Take advantage of the potential to improve your profitability with LPL Financial’s competitive payouts and charges.
The Self-Clearing Advantage
Clear your trades quickly and effectively while keeping expenses in check.
Business Model Options
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
Payouts and Pricing
Take advantage of the potential to improve your profitability with LPL Financial’s competitive payouts and charges.
Business Model Options
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
The Self-Clearing Advantage
Clear your trades quickly and effectively while keeping expenses in check.
Transition Assistance
Experience a smooth transition with our dedicated support and focused transition assistance.